Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,338 | $106,749+225.4% | $145,433+138.8% | $82,448+321.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 14.53% | 27.59%-13.1pp | 66.58%-52.0pp | 41.64%-27.1pp |
| Employer contribution / active EE | $31,072 | $3,444+802.1% | $4,554+582.2% | $2,551+1118.0% |
| Participant deferral / active EE | $9,671 | $6,519+48.4% | $7,897+22.5% | $4,139+133.6% |
| Admin fee / account holder | $20,247 | $8,390+141.3% | $13,129+54.2% | $7,234+179.9% |